TLM Financial Planning Inc.
Investia Financial Services
Mutual Funds Dealer
500 – 666 Burrard Street Vancouver, B.C. V6C 3P6
Toll Free: 1-855-685-1856
Toll Free Fax: 1-855-685-1857
Starting my career in the financial services industry over 24 years ago, I have worked at several companies including Yorkshire Trust Company, Aetna Trust Company and The Trust Company of Bank of Montreal. After years working for large corporations and in environments with high-pressure sales tactics, I decided to build my own practice as an independent financial planner. My sole focus is my clients and I pride myself on maintaining solid relationships built on trust and the highest standard of service excellence.
I am a Certified Financial Planner (CFP) and a licensed mutual fund investment advisor with Investia Financial Services Inc. I am also a Life Licensed Qualified Practitioner (LLQP) specializing in various insurance products including life, disability and segregated funds offered through multiple carriers. I have completed the Canadian Securities Course and the Associate Certificate of Financial Management. I am a member of the Canadian Institute of Financial Planners, the Financial Planning Standards Council and the Registered Deposit Brokers Association.
When I am not working, I keep active with water skiing, boating, scuba diving, snow skiing, horseback riding, hiking, dancing, camping and traveling. I also support a variety of charitable organizations which are an important part of my life. They include the Canadian Cancer Society, the Cerebral Palsy Association, the Heart and Stroke Foundation, The Salvation Army and the Soup Sisters and Broth Brothers Organization.
I look forward to working with you!